How can ticoon help you?

 

ADVISORS

  • Unified front office platform supporting all  business and product lines.

  • 360-degree view of your customer and their household.

  • One-stop portal for your customers that is secure and compliant.

Consumers

  • Organize all of your investments, life insurance and other assets & liabilities.

  • Secure digital lockbox for your investment statements and insurance policies.

  • Convenient, one-stop-shop for your financial needs.  

 
“Using Ticoon has now allowed me to have a “one stop drop” for files and info. For the organization, ease and accessibility of this system, combined with the great price and amazing customer service, it’s really is no-brainer! There is no other platform out there (as far as I’m aware) that makes an advisor’s life as simple as this.”
— Jenn Styslo, Wealth and Insurance Consultant, Blue Lotus Wealth Management

LEADERS IN FINTECH CHOOSE TICOON